Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.
What this show covers
AnthropicInterest ratesOpenAIAI safetyregulationAIAppleGeopoliticsManchester CityValuationHousing marketBond yieldsJobs reportbondsAI strategy
What listeners will find here
From Manchester City to startups to the White House: when fraud starts to pay
Fraud is the subject here, as Ed Elson explores how deceptive behavior can become a successful strategy across sports, business, and politics. The episode connects cases from Manchester City to the startup world and the U.S. presidency to examine why fraud keeps rising.
Cal Newport on why AI may be chasing the wrong future
AI’s impact on children, mental health, and regulation anchors this conversation with Cal Newport. He and Ed Elson examine whether large language models are really the industry’s endgame and what more responsible, useful AI could look like instead.
Why a $111B SpaceX still wants $40B more—and what that says about today’s markets
SpaceX’s reported push to borrow $40 billion anchors an episode about private-market pricing, investor enthusiasm, and whether the company’s valuation holds up. It also turns to the "annoyance economy" and closes with Ed Elson’s reaction to OpenAI’s reported math breakthrough.
Why stocks are climbing even as yields rise, plus a reality check on housing
This episode digs into why the S&P 500 is reaching fresh highs despite soaring yields. Ed Elson talks with John Mowrey about where stocks may go next, then Robert Armstrong examines the housing market, what could improve it, and whether buying a home makes sense now.
Brazil’s election shock, a jobs-report reality check, and an SEC rule change
Brazil’s election results lead this episode, with Monica de Bolle examining the market reaction and why the runoff could be a major turning point for the country. It then shifts to the September jobs report with Kathryn Anne Edwards, before closing on Ed Elson’s take on the SEC’s quorum decision.
Episodes
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